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Allred Capital Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Allred Capital Management’s Portfolio LIT Stock Details LIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-100
Closed -$5.85K – 505
2021
Q1 		$5.85K Buy
+100
New +$6.53K ﹤0.01% 660

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Mirae Asset Global Investments
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allred Capital Management's LIT Position: Q2 2021 in Review

Allred Capital Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2021, closing a stake of 100 shares — an estimated $5.85K sold.

Allred Capital Management first reported a position in LIT in Q1 2021 and held it in 1 quarter. The position peaked at $5.85K in Q1 2021. 312 funds tracked by Wall St. Rank hold LIT as of Q2 2021.

  • Allred Capital Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2021 after selling out during the quarter.
  • Allred Capital Management sold 100 Global X Lithium & Battery Tech ETF shares in Q2 2021, an estimated $5.85K.
  • Allred Capital Management first reported a position in Global X Lithium & Battery Tech ETF in Q1 2021 and held it in 1 quarter.
  • Allred Capital Management's Global X Lithium & Battery Tech ETF position peaked at $5.85K in Q1 2021.
  • 312 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2021.

Based on Allred Capital Management's 13F filing for Q2 2021, filed 5 Aug 2021.